See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,032 | $136,307+176.6% | $106,619+253.6% | $273,961+37.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 78.0%-3.0pp | 83.0%-8.0pp |
| Annual return | 8.95% | 11.05%-2.1pp | 9.42%-0.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,908 | $5,190-63.2% | $3,947-51.7% | $4,869-60.8% |
| Participant deferral / active EE | $11,817 | $4,969+137.8% | $3,930+200.7% | $5,287+123.5% |
| Admin fee / account holder | $8,050 | $8,625-6.7% | $6,418+25.4% | $10,132-20.5% |